Building brands and enhancing reputations in the financial services industry since 1993
Leawood, KS
Joined September 2022
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We used to love Twitter. There was a wonderful #FinTwit community here, but most have moved on. X is not the same, so this will be our last post on this platform. Please find us on @LinkedIn, which is our primary business community now: linkedin.com/company/impactc…
In this episode of The Practical Wisdom Podcast from @ACP_Planners, @MarieSwift interviews Zach Teutsch of Values Added Financial and Tim Caban, EA, CFP® of Copper Beech Advisors. Tune in to hear how openness can power your marketing and deepen trust: soundcloud.com/practicalwisd…
In our latest #SwiftChat podcast episode, John O’Connell of The Oasis Group joins @MarieSwift to share bold predictions for 2026 — from #AgenticAI and AI meeting aids to custom GPTs, prompt engineering, and brand voice guidelines. Watch here: impactcommunications.org/bes…
.@wealth_report spoke with @FinTechie of @t3techhub, plus Sean Sandys of @SyntaxData and John O’Connell of The Oasis Group (both of whom will be "professors" at AI University at #T32026) about #AI adoption in 2026. Read more: wealthsolutionsreport.com/20…
Libretto founder Jeffery Coyle was recently profiled in @ThinkAdvisor, sharing how his #wealthtech firm helps #FinancialAdvisors build scalable strategies to attract and serve clients across the wealth spectrum. Read more here: thinkadvisor.com/2026/01/15/…
Join John O'Connell of The Oasis Group, alongside Dan Cavanaugh and Erika Maynard of @AidentifiedLLC, in this webinar - happening TOMORROW at 1pm ET - to explore how firms are using data-driven insight to power deeper relationships and more. Register here: register.gotowebinar.com/reg…
In the 2026 Market Outlook from @wealth_mgmt Magazine, Paul Kenney of @SyntaxData explores an insightful question: Is the role of IC members to provide wisdom— or advice? Read here: bluetoad.com/publication/?i=…
Join John O’Connell of The Oasis Group & Larry Shumbres of @aiArchiveIntel for a practical conversation on how modern #wealthmanagement firms are using #AI, LLMs, data lakes, and agents to turn compliance from burden to business enabler. Register here: register.gotowebinar.com/reg…
My, how time flies! 7️⃣ years and counting working with the wonderful Grace Vogelzang.
Thank you, Grace, for all you do to support our clients and team.
#Rockstar
#MediaRelations
In this @finplan article, @JonnySwiftIC and @MarieSwift of @ImpactMarComPR share perspective on a new study revealing why marketing investment matters for #FinancialAdvisors and #RIAs. Read their full comments here: financial-planning.com/news/…
In @wealth_mgmt Magazine’s 2026 #MarketOutlook, @SoftLab360CEO highlights a challenge many #WealthManagement firms know well: the promise of tech-driven efficiency can fall apart when systems remain disconnected. Read the article: bluetoad.com/publication/?i=…
.@wealth_report spoke with #wealthtech experts @FinTechie of @t3techhub, Sean Sandys of @SyntaxData, and John O’Connell of The Oasis Group to hear why they think 2026 will be the year of serious #AI adoption. Read here: wealthsolutionsreport.com/20…
Back in 2022, @MarieSwift met with @ShannonRosic, who was then hosting an interview series for @Advisorpedia. Plant the seeds of success, become the Johnny Appleseed of your own marketing garden! Watch: advisorpedia.com/advisor-too…
Jorge Tarraso of Libretto authored this article for Advisor Perspectives by @Vetta_Fi, where he discusses how #FinancialAdvisors can reimagine #RiskManagement for private clients via a #TotalWealth approach to #FinancialPlanning. Read the full article: advisorperspectives.com/arti…
In this article from @FWReport, @FinTechie of @t3techhub, and John O'Connell of The Oasis Group share their insights on AI in 2026. Read the full article here: familywealthreport.com/artic…
Register for #AIUniversity at #T3 Conference 2026: t3conferences.com/register/
In this @Advisorpedia article from Meaghan Dowd of @Holistiplan, #WealthDefense takes center stage as the often-overlooked pillar of a truly resilient plan, covering #RiskManagement, insurance, and more. Read the full article here: advisorpedia.com/insurance/w…
Join John O'Connell of The Oasis Group, along with Dan Cavanaugh and Erika Maynard of @AidentifiedLLC, for this informative webinar on January 21st, where they'll discuss using data intelligence to build client relationships. Register here: register.gotowebinar.com/reg…
Another great New Year client meeting - this time in La Jolla with David Reyes of @ReyesFinancial Architecture. Our very own @MarieSwift, Dori Thomas and Lexi Vassilaros spent time with David and his professional staff discussing the firm’s principles, messaging, and rebrand.
2026 is off to a great start! Impact Communications is pleased to welcome new client Dunham to the friends & family circle. #FinancialAdvisors looking for a great new value proposition: check out Dunham’s funds, #assetmanagement, and trust solutions: dunham.com/
Don’t miss The Billion Dollar Firm Trifecta Masterclass! Led by Claire Alexander, Founder of The Arch’s Anvil, this class is designed for #FinancialAdvisory leaders navigating the complexities of accelerated firm expansion. Learn more in citybiz: citybiz.co/article/789199/op…
